Michele Madden Email & Phone Number

Blue Ash, Oh

As a Senior Life Case Manager at Ash Brokerage, this position serves as a liaison between high producing agents/brokers and insurance carriers to expedite the application and issue process for life insurance applications. Some of my responsibilities include:- Monitoring progress of cases, facilitates the procurement of outstanding requirements, and provides ongoing status to agent/broker. - Serving as a concierge level liaison between agents / brokers and insurance carriers. - Reviewing related medical information and identifies issues that may obstruct issuance of the policy as applied for, and develops creative solutions, presenting agents with alternatives. - Performing “pre-underwriting" function through review and analysis of medical and occupational information, family history and beneficiary designation. - Compare medical information contained in agent's application to that recorded in medical records/ requirements; identifies and investigates obvious discrepancies and obtains further documentation as necessary. - Through regular contact with agents and underwriters, I establish and maintain rapport to enhance working relationships. - Capitalize on opportunity to educate agents on various product offerings and the benefits of doing business with Ash Brokerage. - Respond to agent requests for quotes by gathering and assessing client-specific needs and recommending best product for given circumstances.Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options.

Conshohocken, Pa

As a New Business Manager, my responsibilities included:- Pre-scrubed all new life insurance applications- Based on age, face amount and individual carrier guidelines; ordered initial requirements on behalf of the agent/broker- Created illustrations for agent consideration- Maintained awareness of new or modified product offerings and industry developments. - Established and maintained rapport to enhance working relationships

Newtown Square, Pa

Starting out as an Administrator, I grew through to a Jr. Case Manager working with clients and advisors while developing relationships with those clients. Then to a Senior Case Manager where I worked with Life Insurance and Annuities.I eventually worked my way up to a New Business Manager position. My responsibilities included:- Maintain awareness of new or modified product offerings and industry developments. - Establish and maintain rapport to enhance working relationships